First-Year Success Coordinator

Job Description:

The Job/What You'll Do:

Exciting opportunity to join a fast-growing firm in a cross-functional role that will support our industry leading Sales team, our winning Service Culture, and our impactful Business Consulting capability to create an extraordinary first-year experiences for advisors new to AssetMark. In this role, the First-Year Success Coordinator will help to support and build a winning program that gets more Advisors to engaged status and ensures strong training, coaching and adoption disciplines, while helping to ensure we achieve our stated success measures.

The First-Year Success Coordinator will report to the Director, First-Year Success and work across functional lines to ensure AssetMark delivers an extraordinary first-year journey so impactful that it becomes a strong selling feature, inspires loyalty, recommendations, and accelerates the deep connections that AssetMark already creates with engaged Advisors after the first year.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Phoenix, AZ, Concord, CA, Encino, CA or Chicago, IL.

Responsibilities:

• Support Director in administration of First-Year Success Program, Plans, and First-Year Success team communication
• Assist with scheduling important Internal prep and First-Year Success advisor meetings
• Attend First-Year Success strategy oversight meetings and capture notes, take-aways and action items
• Maintain and update Advisors' First-Year Success Plans
• Help to ensure achievement of Program Success metrics that include: 1) Average First-Year NPA (and Restart) Production, 2) # and % of Advisors that reach $5M/Engaged Status within 12 months of engagement, 3) Adoption/First Year Success Plan Usage, 4) Asset Commitment Realization %, 4) Program Participant NPS, 5) Stakeholder satisfaction with the Program
• Consistent attention to details in support of "one winning Advisor-centered AssetMark Client Success" culture that creates emotional connection and becomes known in the industry
• Help to ensure constant alignment with Sales, Service and Business Consulting so that the First-Year Success Program creates a polished, personalized experience centered on the Advisor's goals
• Manage the functional orchestration required to create one collaborative, personalized AssetMark journey rather than a disjointed functional engagement with AssetMark.

Knowledge, Skills, Abilities:

• Active listening skills
• Ability to use Salesforce.com
• Good written and verbal communication
• A self-starter who takes initiative and can work independently
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
• Strong organizational skills (verbal, written, interpersonal, influencing, negotiation)
• Excellent attention to detail and a high degree of accuracy
• Ability to collect, analyze, interpret, report, and communicate data quickly and effectively
• Ability to work collaboratively with team members in a fast-paced environment and effectively prioritize, manage, and identify risk
• Ability to identify root causes, determine appropriate resolution path, and apply improvements
• Outstanding Customer Focus
• Excellent time management and problem solving skills

Education & Experience:

• Prior Salesforce.com experience
• B.A. or B.S. (4-year degree)

Compensation: The Base Salary range for this position is between $50,000-$60,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K - 6% Employer Match
• Medical, Dental, Vision - HDHP or PPO
• HSA - Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.